Sarah Harman

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8 results found

  1. Search criteria to include 'confirmed' opportunities

    6 votes
    0 comments  ·  Pivot-RP » User Functionality  ·  Admin →
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    Sarah Harman shared this idea  · 

  2. Flag when an opp appears in a saved/curated search/list

    5 votes
    0 comments  ·  Pivot-RP » User Interface  ·  Admin →
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    Sarah Harman supported this idea  · 

  3. Incorporate machine learning into Advisor Alert algorithm

    7 votes
    0 comments  ·  Pivot-RP » Other  ·  Admin →
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    Sarah Harman supported this idea  · 

  4. notification when the opportunity has been viewed before

    9 votes
    0 comments  ·  Pivot-RP » User Interface  ·  Admin →
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    Sarah Harman supported this idea  · 

  5. Customized templates or settings for emails sent from Pivot

    18 votes
    3 comments  ·  Pivot-RP » Administrative Tools  ·  Admin →
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    An error occurred while saving the comment
    Sarah Harman commented  · 

    The email states people must set their own password, but due to sing sign on verification requirements, it actually must be their generic uni password. Therefore I have to send another email to inform people of this, which is not ideal, particularly if they have already actioned the automatic email from Pivot-RP.

    Sarah Harman supported this idea  · 

  6. Include internal deadlines in Calendar view

    24 votes
    0 comments  ·  Pivot-RP » User Functionality  ·  Admin →
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    Sarah Harman supported this idea  · 

  7. Newsletter Performance Statistics

    36 votes
    1 comment  ·  Pivot-RP » Reports/Analytics  ·  Admin →
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    Sarah Harman supported this idea  · 

  8. Usage Report Expansion

    33 votes
    0 comments  ·  Pivot-RP » Administrative Tools  ·  Admin →
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    Sarah Harman supported this idea  · 

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